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Crewe Advisors LLC

SEC CIK
0001730033
最新申報
2026/7/23

2023 年第 3 季持倉

持倉截至 2023/9/30,2023/11/9 申報。只含多頭部位,變化是跟 2023 年第 2 季比股數。

機構總覽
持股檔數
580
較 2023 年第 2 季 −288
總值
$5.78 億
較 2023 年第 2 季 −$1.34 億 (−18.8%)
申報日
2023/11/9
SEC
Crewe Advisors LLC 在 2023 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
ENSGEnsign Group, IncCOM1,174,584$1.09 億18.9%−7,468−0.6%減碼歷史
iShares Core S&P 500 ETF464287200ETF158,075$6,788 萬11.7%+5,289+3.5%加碼–
SPYSPDR S&P 500 ETF TrustETF93,320$3,989 萬6.9%−612−0.7%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF139,575$3,480 萬6.0%+7,205+5.4%加碼–
BRK.ABerkshire Hathaway IncCL A56$2,976 萬5.1%00.0%不變歷史
Vanguard World FD921910733ESG US STK ETF346,128$2,604 萬4.5%−2,850−0.8%減碼–
Vanguard World FD921910725ESG INTL STK ETF493,103$2,487 萬4.3%+26,308+5.6%加碼–
DBX ETF Tr233051200XTRACK MSCI EAFE686,410$2,396 萬4.1%+32,564+5.0%加碼–
Vanguard Total Bond Market ETF921937835ETF330,100$2,303 萬4.0%+21,095+6.8%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF48,867$2,231 萬3.9%+46+0.1%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF105,029$1,986 萬3.4%+352+0.3%加碼–
iShares Russell 2000 ETF464287655ETF104,918$1,854 萬3.2%+2,915+2.9%加碼–
iShares Core MSCI Eafe ETF46432F842ETF236,491$1,522 萬2.6%+376+0.2%加碼–
PNTGPennant Group, Inc.COM1,100,307$1,225 萬2.1%00.0%不變歷史
iShares Tr464288687PFD AND INCM SEC368,005$1,110 萬1.9%+27,460+8.1%加碼–
JPMorgan Ultra-Short Income ETF46641Q837ETF207,052$1,039 萬1.8%+3,758+1.8%加碼–
Vanguard Information Technology ETF92204A702ETF22,642$939.4 萬1.6%+50+0.2%加碼–
Vanguard S&P 500 ETF922908363ETF21,436$841.8 萬1.5%−92−0.4%減碼–
Invesco QQQ Trust Series I46090E103ETF17,420$624.1 萬1.1%−231−1.3%減碼–
iShares Tr464288414NATIONAL MUN ETF53,466$548.2 萬0.9%+12,478+30.4%加碼–
iShares MSCI Eafe ETF464287465ETF57,620$397.1 萬0.7%−201−0.3%減碼–
BRK.BBerkshire Hathaway IncStock10,475$366.9 萬0.6%−37−0.4%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF90,562$355.1 萬0.6%−30,876−25.4%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF70,454$335.3 萬0.6%+2,694+4.0%加碼–
iShares Core Dividend Growth ETF46434V621ETF52,049$257.8 萬0.4%−230−0.4%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF11,427$242.7 萬0.4%+533+4.9%加碼–
Schwab US Dividend Equity ETF808524797ETF31,910$225.8 萬0.4%+1,222+4.0%加碼–
iShares Russell 1000 Growth ETF464287614ETF8,183$217.7 萬0.4%−120−1.4%減碼–
iShares Core S&P Small Cap ETF464287804ETF18,029$170.1 萬0.3%+1,269+7.6%加碼–
iShares Tr464288273EAFE SML CP ETF29,238$165.1 萬0.3%+3,421+13.3%加碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM27,738$148.6 萬0.3%+7,576+37.6%加碼–
iShares Tr464287234MSCI EMG MKT ETF38,002$144.2 萬0.2%+61+0.2%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF29,352$128.3 萬0.2%00.0%不變–
Vanguard Real Estate ETF922908553ETF16,957$128.3 萬0.2%+389+2.3%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF6,872$112.7 萬0.2%00.0%不變–
Sandstorm Gold Ltd Com New80013R206Stock199,746$93.1 萬0.2%00.0%不變–
SHELShell plcADR13,022$83.8 萬0.1%00.0%不變歷史
Schwab U.S. Large-Cap ETF808524201ETF15,481$78.3 萬0.1%−135−0.9%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF3,656$76.1 萬0.1%+251+7.4%加碼–
ANAutonation, Inc.COM4,761$72.1 萬0.1%00.0%不變歷史
GLDSPDR Gold TrustETF3,922$67.2 萬0.1%−14−0.4%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF6,849$64.4 萬0.1%+6,635+3,100.5%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF18,840$62.5 萬0.1%−188−1.0%減碼–
Vanguard Index FDS922908652EXTEND MKT ETF4,207$60.3 萬0.1%00.0%不變–
iShares MSCI USA Quality Factor ETF46432F339ETF3,983$52.5 萬0.1%+775+24.2%加碼–
Vanguard Dividend Appreciation ETF921908844ETF3,257$50.6 萬0.1%−170−5.0%減碼–
iShares Tr464287689RUSSELL 3000 ETF2,007$49.2 萬0.1%−30−1.5%減碼–
iShares Tr464288281JPMORGAN USD EMG5,424$44.8 萬0.1%−1,021−15.8%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,438$44.3 萬0.1%+4+0.1%加碼–
Schwab Strategic Tr8085247221000 INDEX ETF9,853$40.7 萬0.1%+563+6.1%加碼–
SPDR Series Trust78464A763ST STR SP DIV3,364$38.7 萬0.1%00.0%不變–
Schwab U.S. Broad Market ETF808524102ETF7,628$38.0 萬0.1%+22+0.3%加碼–
BPBP PLCADR9,609$37.2 萬0.1%+18+0.2%加碼歷史
APHAmphenol CorpCL A4,424$37.2 萬0.1%00.0%不變歷史
SUSuncor Energy IncStock10,794$37.1 萬0.1%00.0%不變歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,061$35.5 萬0.1%00.0%不變歷史
AMATApplied Materials IncStock2,557$35.4 萬0.1%+452+21.5%加碼歷史
MDBMongoDB, Inc.CL A1,000$34.6 萬0.1%00.0%不變歷史
ADPTAdaptive Biotechnologies CorpCOM59,738$32.6 萬0.1%00.0%不變歷史
MMM3M CoStock3,374$31.6 萬0.1%+40+1.2%加碼歷史
JEFJefferies Financial Group Inc.COM7,546$27.6 萬<0.1%00.0%不變歷史
VanEck Morningstar Wide Moat ETF92189F643ETF3,632$27.5 萬<0.1%−1,164−24.3%減碼–
iShares S&P 500 Growth ETF464287309ETF4,019$27.5 萬<0.1%+2,019+101.0%加碼–
iShares Tips Bond ETF464287176ETF2,547$26.4 萬<0.1%+75+3.0%加碼–
Schwab International Equity ETF808524805ETF7,687$26.1 萬<0.1%−220−2.8%減碼–
SPBSpectrum Brands Holdings, Inc.COM3,009$23.6 萬<0.1%00.0%不變歷史
IBKRInteractive Brokers Group, Inc.Stock2,548$22.1 萬<0.1%00.0%不變歷史
NWENorthWestern Energy Group, Inc.COM NEW4,141$19.9 萬<0.1%+46+1.1%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,338$19.0 萬<0.1%−95−6.6%減碼–
iShares Tr464288646ISHS 1-5YR INVS3,774$18.8 萬<0.1%00.0%不變–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,835$18.6 萬<0.1%−75−3.9%減碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,388$18.1 萬<0.1%+1,043+77.5%加碼–
GWWW.W. Grainger, Inc.Stock256$17.7 萬<0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR2,110$17.4 萬<0.1%00.0%不變歷史
iShares S&P 500 Value ETF464287408ETF1,059$16.3 萬<0.1%+393+59.0%加碼–
Schwab Strategic Tr808524789FUNDAMENTAL US B2,948$16.2 萬<0.1%−1,000−25.3%減碼–
iShares Select Dividend ETF464287168ETF1,506$16.2 萬<0.1%−125−7.7%減碼–
Vanguard Total World Stock ETF922042742ETF1,681$15.7 萬<0.1%−13−0.8%減碼–
iShares Russell 1000 Value ETF464287598ETF994$15.1 萬<0.1%+42+4.4%加碼–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF1,406$14.9 萬<0.1%00.0%不變–
SNNSmith & Nephew PLCSPDN ADR NEW6,000$14.9 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF4,640$14.8 萬<0.1%00.0%不變依 5 比 1 拆股換算–
Vanguard High Dividend Yield Index ETF921946406ETF1,423$14.7 萬<0.1%−713−33.4%減碼–
GSBDGoldman Sachs BDC, Inc.SHS9,943$14.5 萬<0.1%00.0%不變歷史
iShares Inc464286665MSCI PAC JP ETF3,562$14.2 萬<0.1%00.0%不變–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE2,665$13.5 萬<0.1%00.0%不變–
UPSUnited Parcel Service IncStock861$13.4 萬<0.1%+1+0.1%加碼歷史
MFCManulife Financial CorpCOM7,200$13.2 萬<0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF1,690$12.7 萬<0.1%+300+21.6%加碼–
FTNTFortinet, Inc.Stock2,162$12.7 萬<0.1%−191−8.1%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF785$12.6 萬<0.1%00.0%不變–
FDXFedEx CorpStock468$12.4 萬<0.1%−15−3.1%減碼歷史
BACBank of America CorpStock4,524$12.4 萬<0.1%+2,201+94.7%加碼歷史
iShares Tr4642874571 3 YR TREAS BD1,518$12.3 萬<0.1%+268+21.4%加碼–
ZIONZions Bancorporation, National AssociationCOM3,522$12.3 萬<0.1%−6−0.2%減碼歷史
iShares S&P 100 ETF464287101ETF608$12.2 萬<0.1%00.0%不變–
FFINFirst Financial Bankshares IncCOM4,845$12.2 萬<0.1%00.0%不變歷史
CMSCMS Energy CorpCOM2,280$12.1 萬<0.1%−220−8.8%減碼歷史
DOMOHuckleberry.ai, Inc.Stock12,149$11.9 萬<0.1%+4,883+67.2%加碼歷史
iShares Tr46435G326CORE MSCI INTL1,955$11.4 萬<0.1%−206−9.5%減碼–

2023 年第 2 季之後清倉(366 檔)

2023 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 366 檔。

Crewe Advisors LLC 在 2023 年第 2 季之後清倉的部位
證券類別2023 年第 2 季股數2023 年第 2 季市值2023 年第 2 季佔組合 %紀錄
CVXChevron CorpStock103,514$1,629 萬2.3%歷史
MSFTMicrosoft CorpStock46,296$1,577 萬2.2%歷史
TSLATesla, Inc.Stock53,070$1,389 萬2.0%歷史
AAPLApple Inc.Stock65,757$1,275 萬1.8%歷史
GOOGAlphabet Inc.Stock42,889$518.8 萬0.7%歷史
MCOMoodys CorpStock14,209$494.1 萬0.7%歷史
AMZNAmazon Com IncStock35,522$463.1 萬0.7%歷史
AMDAdvanced Micro Devices IncStock40,038$456.1 萬0.6%歷史
VVisa Inc.Stock17,668$419.6 萬0.6%歷史
GOOGLAlphabet Inc.Stock25,099$300.4 萬0.4%歷史
XOMExxonMobil Holdings CorpCOM19,283$206.8 萬0.3%歷史
TJXTJX Companies IncStock17,148$145.4 萬0.2%歷史
PGProcter & Gamble CoStock8,979$136.2 萬0.2%歷史
MRKMerck & Co., Inc.Stock11,170$128.9 萬0.2%歷史
HDHome Depot, Inc.Stock3,805$118.2 萬0.2%歷史
METAMeta Platforms, Inc.Stock3,320$95.3 萬0.1%歷史
AXPAmerican Express CoStock5,417$94.4 萬0.1%歷史
ADBEAdobe Inc.Stock1,916$93.7 萬0.1%歷史
GISGeneral Mills IncStock12,019$92.2 萬0.1%歷史
NVDANVIDIA CorpStock1,934$81.8 萬0.1%歷史
ORCLOracle CorpStock6,642$79.1 萬0.1%歷史
JPMJPMorgan Chase & CoStock5,122$74.5 萬0.1%歷史
TMOThermo Fisher Scientific Inc.Stock1,419$74.0 萬0.1%歷史
BABoeing CoStock3,503$74.0 萬0.1%歷史
SHWSherwin Williams CoCOM2,729$72.5 萬0.1%歷史
MAMastercard IncStock1,707$67.1 萬0.1%歷史
IBMInternational Business Machines CorpStock4,950$66.2 萬0.1%歷史
BMYBristol Myers Squibb CoStock9,661$61.8 萬0.1%歷史
AVGOBroadcom Inc.Stock689$59.8 萬0.1%歷史
UNHUnitedHealth Group IncStock1,123$54.0 萬0.1%歷史
RTXRTX CorpStock5,496$53.8 萬0.1%歷史
PFEPfizer IncStock13,205$48.4 萬0.1%歷史
DUKDuke Energy CORPStock5,205$46.7 萬0.1%歷史
AMPAmeriprise Financial IncCOM1,376$45.7 萬0.1%歷史
LOWLowes Companies IncStock2,010$45.4 萬0.1%歷史
NFLXNetflix IncStock962$42.4 萬0.1%歷史
DISWalt Disney CoStock4,723$42.2 萬0.1%歷史
LINLinde PLCStock1,085$41.3 萬0.1%歷史
COSTCostco Wholesale CorpStock720$38.8 萬0.1%歷史
BKNGBooking Holdings Inc.Stock139$37.5 萬0.1%歷史
LLYEli Lilly & CoStock771$36.2 萬0.1%歷史
ABBVAbbVie Inc.Stock2,642$35.6 萬<0.1%歷史
WMTWalmart Inc.Stock2,244$35.3 萬<0.1%歷史
JNJJohnson & JohnsonStock2,125$35.2 萬<0.1%歷史
CRMSalesforce, Inc.Stock1,589$33.6 萬<0.1%歷史
SYKStryker CorpStock1,041$31.8 萬<0.1%歷史
CATCaterpillar IncStock1,256$30.9 萬<0.1%歷史
NEENextera Energy IncStock4,158$30.9 萬<0.1%歷史
WECWec Energy Group, Inc.Stock3,423$30.2 萬<0.1%歷史
AMGNAmgen IncStock1,279$28.4 萬<0.1%歷史
INTUIntuit Inc.Stock619$28.4 萬<0.1%歷史
MCDMcDonalds CorpStock939$28.0 萬<0.1%歷史
PPGPPG Industries IncStock1,880$27.9 萬<0.1%歷史
GEGeneral Electric CoStock2,536$27.9 萬<0.1%歷史
DLTRDollar Tree, Inc.COM1,904$27.3 萬<0.1%歷史
AZOAutoZone IncCOM106$26.4 萬<0.1%歷史
ALLAllstate CorpStock2,338$25.5 萬<0.1%歷史
MSMorgan StanleyStock2,977$25.4 萬<0.1%歷史
SPGIS&P Global Inc.Stock627$25.1 萬<0.1%歷史
HONHoneywell International IncCOM1,185$24.6 萬<0.1%歷史
LMTLockheed Martin CorpStock499$23.0 萬<0.1%歷史
NSCNorfolk Southern CorpStock989$22.4 萬<0.1%歷史
PMPhilip Morris International Inc.Stock2,255$22.0 萬<0.1%歷史
UNPUnion Pacific CorpStock1,069$21.9 萬<0.1%歷史
JBHTHunt J B Transport Services IncCOM1,158$21.0 萬<0.1%歷史
PXDPioneer Natural Resources CoCOM978$20.3 萬<0.1%歷史
VRTXVertex Pharmaceuticals IncStock552$19.4 萬<0.1%歷史
DHRDanaher CorpStock808$19.4 萬<0.1%歷史
MCHPMicrochip Technology IncStock2,118$19.0 萬<0.1%歷史
CCitigroup IncStock4,120$19.0 萬<0.1%歷史
INTCIntel CorpStock5,669$19.0 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR1,381$18.6 萬<0.1%歷史
VZVerizon Communications IncStock4,879$18.1 萬<0.1%歷史
WMWaste Management IncStock1,043$18.1 萬<0.1%歷史
WFCWells Fargo & CompanyStock4,236$18.1 萬<0.1%歷史
NKENIKE, Inc.Stock1,610$17.8 萬<0.1%歷史
TXNTexas Instruments IncStock938$16.9 萬<0.1%歷史
EAElectronic Arts Inc.COM1,289$16.7 萬<0.1%歷史
TAT&T Inc.Stock10,420$16.6 萬<0.1%歷史
TGTTarget CorpStock1,195$15.8 萬<0.1%歷史
CMICummins IncStock629$15.4 萬<0.1%歷史
FISVFiserv IncStock1,181$14.9 萬<0.1%歷史
GSGoldman Sachs Group IncStock457$14.7 萬<0.1%歷史
PPLPPL CorpCOM5,334$14.1 萬<0.1%歷史
MNROMonro, Inc.COM3,406$13.8 萬<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR1,920$13.7 萬<0.1%歷史
ZTSZoetis Inc.Stock792$13.6 萬<0.1%歷史
KOCoca Cola CoStock2,246$13.5 萬<0.1%歷史
KRKroger CoStock2,661$12.5 萬<0.1%歷史
LRCXLam Research CorpCOM186$12.0 萬<0.1%歷史
MDLZMondelez International, Inc.Stock1,614$11.8 萬<0.1%歷史
NOCNorthrop Grumman CorpStock255$11.6 萬<0.1%歷史
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP1,850$11.5 萬<0.1%歷史
DDominion Energy, IncStock2,143$11.1 萬<0.1%歷史
SBUXStarbucks CorpStock1,119$11.1 萬<0.1%歷史
CSCOCisco Systems, Inc.Stock2,111$10.9 萬<0.1%歷史
KKRKKR & Co. Inc.COM1,852$10.4 萬<0.1%歷史
CARRCarrier Global CorpStock2,050$10.2 萬<0.1%歷史
OTISOtis Worldwide CorpStock1,132$10.1 萬<0.1%歷史
PEPPepsiCo IncStock540$10.0 萬<0.1%歷史